Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Huntersville, NC | Goleta, CA | Phoenix, AZ | |
|---|---|---|---|
| Assets under management | $78M | $82M | $82M |
| Asset growth, last 2 years | – | +64% | +220% |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 150 | 28 | 22 |
| Assets per client | $520K | $2.9M | $3.7M |
| Clients per advisor | 75 | 14 | 22 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Jul 2025). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.